Principle Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Principle Wealth Partners’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Buy	2,267 +96	+4%	+$10.1K	0.01%	356
2026 Q1	$211K	Sell	2,171 -371	-15%	-$37.1K	0.01%	361
2025 Q4	$245K	Buy	2,542 +2	+0.1%	+$192	0.01%	342
2025 Q3	$245K	Sell	2,540 -320	-11%	-$30.3K	0.01%	333
2025 Q2	$263K	Buy	+2,860	New	+$247K	0.02%	328
2020 Q3	–	Sell	-595	Closed	-$32K	–	296
2020 Q2	$32K	Buy	+595	New	+$29.8K	0.01%	320

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principle Wealth Partners's IWR Position: Q2 2026 in Review

Principle Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.4% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,267 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #356.

Principle Wealth Partners first reported a position in IWR in Q2 2020 and has held it in 6 quarters since. The position peaked at $263K in Q2 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Principle Wealth Partners held 2,267 shares of iShares Russell Mid-Cap ETF worth $250K as of Q2 2026.
Principle Wealth Partners bought 96 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.1K.
iShares Russell Mid-Cap ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #356 holding.
Principle Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 6 quarters since.
Principle Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $263K in Q2 2025.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.